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Realterm · 1 month ago

Analyst, Performance Analytics and Portfolio Modeling

Annapolis, MD

Full-time

Onsite

Entry, Mid Level

1+ years exp

Realterm is a real estate operator focused on capitalizing on insights into the supply and demand of real assets. The Analyst role involves providing accurate performance reporting and analysis for private equity fund platforms, requiring strong analytical skills and a commitment to data integrity.

Property ManagementReal EstateReal Estate Investment

Growth Opportunities

H1B Sponsor Likely

Responsibilities

Calculate, and maintain key fund and deal-level performance metrics, including but not limited to:

Gross and Net IRR

Gross and Net MOIC (Multiple on Invested Capital)

Gross and Net Time-Weighted Return (TWR)

Individual asset-level performance and projections

Partner closely with Fund Management, Fund Accounting, and Capital Markets teams to ensure accuracy and timeliness of all performance data

Ensure all metrics and reports comply with standards applicable to an SEC-registered investment advisor

Develop, enhance, and maintain complex financial models used in fund performance analysis and forecasting

Contribute to the standardization and consistency of performance metrics across all investment platforms

Support ongoing fund reporting, capital raising, and investor relations efforts with ad hoc analysis and deliverables

Participate in building automated processes and scalable tools for performance tracking

Qualification

Financial modelingPerformance metrics analysisData accuracyExcel proficiencyAnalytical skillsFinance degreeCFACAIA certificationExperience in financePrivate equity experienceEagerness to learnCommunication skillsInterpersonal skillsOrganizational skillsSelf-starterTeam collaborationAttention to detailFast-paced environment

Required

Strong analytical and quantitative skills, with proven ability to work with financial models and large datasets

Proficiency in Excel

Highly organized with strong attention to detail and commitment to data accuracy

Excellent communication and interpersonal skills; ability to collaborate effectively across teams

Self-starter with eagerness to learn and thrive in a fast-paced environment

Bachelor's degree in Finance, Accounting, Economics, or a related field

1–3 years of experience in a finance, investment, fund reporting, or analytical role

Preferred

Familiarity with performance systems or business intelligence tools

Advanced coursework or certifications (e.g., CFA, CAIA)

Real estate or private equity experience

Benefits

Healthcare (single and family coverage available)

Retirement plan with matching contributions

Paid leave

Volunteer time off

Wellness/lifestyle benefits

Company

Realterm

Realterm is an independent global investment manager focused on the transportation industry.

Founded in 1997

Annapolis, Maryland, USA

201-500 employees

https://www.realterm.com/

H1B Sponsorship

Realterm has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)

Distribution of Different Job Fields Receiving Sponsorship

Represents job field similar to this job

Trends of Total Sponsorships

2025 (1)

2024 (1)